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This post was inspired by gne1963 blog post on Brazilian car sales with its link to an article pumping investing in Brazil titled "Betting on Brazil", and an investing thesis built around growth in Brazilian car sales and how that indicates Brazil might be a good place to invest. I say be careful because.... [more]

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Investors in EPG, converters of BS into saleable products, are advised to clench their holdings tightly, and if possible swipe up a few more droppings. Todays glut of BS, while one of the largest piles ever seen, is as temporary as the last one. The large quantity of BS available to market is currently valued at around $900 billion US. [more]